Middlesex Water
MSEX
158 hedge funds and large institutions have $646M invested in Middlesex Water in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 16 closing their positions.
236% more call options, than puts
Call options by funds: $1.61M | Put options by funds: $480K
40% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 43
26% more capital invested
Capital invested by funds: $514M → $646M (+$131M)
13% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 16
1.01% more ownership
Funds ownership: 54.98% → 55.99% (+1%)
1% less funds holding
Funds holding: 159 → 158 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$5.9M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
+$3.94M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$2.8M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.7M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$2.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$6.77M |
| 2 |
Bank of New York Mellon
New York
|
-$2.85M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.37M |
| 4 |
Impax Asset Management Group
London,
United Kingdom
|
-$1.78M |
| 5 |
Renaissance Technologies
New York
|
-$1.27M |
MSEX Hedge Fund Activity: Q2 2019 in Review
158 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Middlesex Water (MSEX) for Q2 2019, worth a combined $646M — up 26% from $514M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new MSEX positions and 16 closed out — a net gain of 2 holders — while 60 added to existing stakes and 43 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $5.9M. The largest seller was Nuance Investments, exiting entirely with an estimated $6.77M sold.
- 158 institutional investors held Middlesex Water (MSEX) as of Q2 2019, down from 159 in Q1 2019.
- Funds reported $646M of Middlesex Water stock for Q2 2019, up 26% quarter-over-quarter.
- 18 funds opened new Middlesex Water positions in Q2 2019 and 16 closed out, a net change of +2 holders.
- The largest Middlesex Water buyer in Q2 2019 was T. Rowe Price Associates, an estimated $5.9M added.
- The largest Middlesex Water seller in Q2 2019 was Nuance Investments, an estimated $6.77M sold.
Based on aggregated 13F filings for Q2 2019.